See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $92,921 |
Filed as: PLEXUS FINANCIAL SERVICES Service code 16 · EIN 27-1746834 | Consulting | $7,482 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,165 | $82,917-72.1% | $103,333-77.6% | $77,643-70.2% |
| Participation rate | 82.0% | 71.6%+10.4pp | 74.5%+7.5pp | 70.6%+11.4pp |
| Annual return | 13.35% | 19.13%-5.8pp | 24.88%-11.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $47 | $3,552-98.7% | $3,868-98.8% | $2,726-98.3% |
| Participant deferral / active EE | $4,425 | $4,108+7.7% | $5,057-12.5% | $4,647-4.8% |
| Admin fee / account holder | $23 | $638-96.4% | $8,355-99.7% | $430-94.7% |